Property(s)

Main residence:

Value Owned by

Other property

Type of property Value

Type of property Value

Type of property Value

Type of property Value

Investments : Total Current Values

Shares

Investment shares

Shares in own business (employed)

Shares in own business (self employed)

Gilts

Unit Trusts

Investment Trusts

Investment Bonds

PEPs

EIS

OEICS

UCITS

Commodities

Assigned or purchased policies

Derivatives

Other eg collections, portraits etc.

Current Account: average balance

NB Does your current
account pay interest?

Deposit Acounts:

Bank Deposit

National Savings

Building Society

Post Office

Other

TOTAL VALUE OF ASSETS